Performance of the separate accounts can differ substantially from the actual performance of Blue Point, the model portfolio, due to timing of entry, whether account is taxable or non-taxable, and the timing of withdrawals. Returns include accrued income since 9/30/14. Past performance does not guarantee future results. The management fee schedule is as follows: 1.2% on first $1 million, 1.0% on the next $3 million, 0.85% on next $5 million. Depending on circumstances, institutional fee schedules may be negotiated. Blue Point Investment Management, LLC, is a Maryland registered investment adviser. To receive a copy of the firm's Form ADV Part 2, call Blue Point at 443-600-8050.

Independent Custodian
An independent custodian provides statements and tax reporting.  The independent custodian also offers best execution and clears trades.

View Complete Feed

Way Points Quarterly
Read Current Issue

Join Our Email List

Be among the first to receive news, information, and our quarterly Way Points newsletter.

Market Structure & Enhancing Returns

Oct. 8, 2015 | Presentation to CFA Society Virginia at Richmond's Center Stage

How is Blue Point Different?

Blue Point Investment Management

600 Baltimore Avenue, Suite 304, Towson, MD 21204

Phone (443) 600-8050 | Email

Quck Links

About | Portfolio Manager | Way Points | Process | Strategy | Alignment | Schwab | Contact


Copyright © 2017 Blue Point Investment Management, LLC.

All rights reserved.

Privacy Policy | Disclosures